ANOIX vs. KSOAX
Compare and contrast key facts about American Century Small Cap Growth Fund (ANOIX) and Kinetics Small Capital Opportunities Advisor Fund Class A (KSOAX).
ANOIX is managed by American Century. It was launched on Jun 1, 2001. KSOAX is managed by Kinetics. It was launched on Dec 31, 2001.
Performance
ANOIX vs. KSOAX - Performance Comparison
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ANOIX vs. KSOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | -7.41% | 9.00% | 14.90% | 17.13% | -26.41% | 7.80% | 51.07% | 36.75% | -4.84% | 25.83% |
KSOAX Kinetics Small Capital Opportunities Advisor Fund Class A | 29.65% | -8.89% | 68.00% | -14.98% | 31.64% | 49.94% | 2.04% | 26.72% | 0.00% | 25.94% |
Returns By Period
In the year-to-date period, ANOIX achieves a -7.41% return, which is significantly lower than KSOAX's 29.65% return. Over the past 10 years, ANOIX has underperformed KSOAX with an annualized return of 12.19%, while KSOAX has yielded a comparatively higher 20.86% annualized return.
ANOIX
- 1D
- -1.85%
- 1M
- -10.22%
- YTD
- -7.41%
- 6M
- -5.44%
- 1Y
- 10.06%
- 3Y*
- 7.95%
- 5Y*
- 1.17%
- 10Y*
- 12.19%
KSOAX
- 1D
- -5.64%
- 1M
- -8.67%
- YTD
- 29.65%
- 6M
- 22.56%
- 1Y
- 7.86%
- 3Y*
- 25.48%
- 5Y*
- 15.73%
- 10Y*
- 20.86%
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ANOIX vs. KSOAX - Expense Ratio Comparison
ANOIX has a 1.17% expense ratio, which is lower than KSOAX's 1.89% expense ratio.
Return for Risk
ANOIX vs. KSOAX — Risk / Return Rank
ANOIX
KSOAX
ANOIX vs. KSOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Growth Fund (ANOIX) and Kinetics Small Capital Opportunities Advisor Fund Class A (KSOAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ANOIX | KSOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.30 | +0.10 |
Sortino ratioReturn per unit of downside risk | 0.73 | 0.61 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.08 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 0.27 | +0.21 |
Martin ratioReturn relative to average drawdown | 1.82 | 0.44 | +1.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ANOIX | KSOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.30 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.57 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.81 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.56 | -0.16 |
Correlation
The correlation between ANOIX and KSOAX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ANOIX vs. KSOAX - Dividend Comparison
ANOIX's dividend yield for the trailing twelve months is around 8.21%, while KSOAX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | 8.21% | 7.60% | 0.11% | 0.00% | 0.00% | 21.29% | 11.07% | 5.50% | 16.59% | 3.93% |
KSOAX Kinetics Small Capital Opportunities Advisor Fund Class A | 0.00% | 0.00% | 3.52% | 6.72% | 0.00% | 1.41% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ANOIX vs. KSOAX - Drawdown Comparison
The maximum ANOIX drawdown since its inception was -59.47%, smaller than the maximum KSOAX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for ANOIX and KSOAX.
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Drawdown Indicators
| ANOIX | KSOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.47% | -70.21% | +10.74% |
Max Drawdown (1Y)Largest decline over 1 year | -13.86% | -24.40% | +10.54% |
Max Drawdown (5Y)Largest decline over 5 years | -37.15% | -33.28% | -3.87% |
Max Drawdown (10Y)Largest decline over 10 years | -39.07% | -47.11% | +8.04% |
Current DrawdownCurrent decline from peak | -12.49% | -11.30% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -12.06% | -15.88% | +3.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 14.90% | -11.22% |
Volatility
ANOIX vs. KSOAX - Volatility Comparison
American Century Small Cap Growth Fund (ANOIX) and Kinetics Small Capital Opportunities Advisor Fund Class A (KSOAX) have volatilities of 7.62% and 7.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANOIX | KSOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 7.94% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 14.45% | 19.48% | -5.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.55% | 28.88% | -5.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.79% | 27.75% | -4.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.19% | 25.84% | -2.65% |